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Gentherm

229 hedge funds and large institutions have $1.72B invested in Gentherm in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 102 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,156% more call options, than puts

Call options by funds: $6.97M | Put options by funds: $555K

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

1.92% more ownership

Funds ownership: 98.14%100.07% (+1.9%)

1% more funds holding

Funds holding: 227229 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $1.76B → $1.72B (-$38.1M)

30% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 102

Holders
229
Holders Change
+2
Holders Change %
+0.88%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
71
Reduced
102
Closed
25
Calls
$6.97M
Puts
$555K
Net Calls
+$6.41M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$280M +$5.69M +116,449 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$191M +$807K +16,513 +0.5%
TI
3
Trigran Investments
Illinois
$98.8M +$8.95M +183,170 +11%
VBA
4
Van Berkom & Associates
Quebec, Canada
$75.7M +$13.3M +272,247 +23%
State Street
5
State Street
Massachusetts
$66.3M +$4.05M +82,995 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$59.4M -$46.3K -948 -0.1%
DGI
7
Disciplined Growth Investors
Minnesota
$56.8M -$339K -6,943 -0.6%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$49.7M -$581K -11,886 -1%
Morgan Stanley
9
Morgan Stanley
New York
$48.9M +$29.3M +600,326 +180%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$47.8M -$1.64M -33,578 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$37.8M +$1.34M +27,396 +4%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$32.2M +$820K +16,793 +3%
GAM
13
Guinness Asset Management
United Kingdom
$31.2M +$532K +10,889 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$31.1M -$374K -7,657 -1%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$30.3M +$3.2M +65,437 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$29M +$7.38M +151,153 +38%
GKIM
17
GW&K Investment Management
Massachusetts
$26.4M -$1.73M -35,393 -7%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$22.3M +$2.27M +46,422 +12%
GIM
19
Granahan Investment Management
Massachusetts
$21.6M +$7.66M +156,842 +61%
Charles Schwab
20
Charles Schwab
California
$21.6M +$1.01M +20,600 +5%
MPI
21
Mairs & Power Inc
Minnesota
$20.7M +$1.64M +33,570 +9%
Northern Trust
22
Northern Trust
Illinois
$20.6M -$32.4K -664 -0.2%
N
23
Nuveen
North Carolina
$17.2M +$2.93M +59,931 +22%
GACM
24
Global Alpha Capital Management
Quebec, Canada
$16.8M +$1.38M +28,200 +10%
RS
25
Robeco Schweiz
Switzerland
$16.2M -$2.51M -51,350 -14%

THRM Hedge Fund Activity: Q4 2023 in Review

229 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Gentherm (THRM) for Q4 2023, worth a combined $1.72B — down 2.2% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new THRM positions and 25 closed out — a net gain of 4 holders — while 71 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.3M. The largest seller was Invesco, cutting an estimated $23.6M.

  • 229 institutional investors held Gentherm (THRM) as of Q4 2023, up from 227 in Q3 2023.
  • Funds reported $1.72B of Gentherm stock for Q4 2023, down 2.2% quarter-over-quarter.
  • 29 funds opened new Gentherm positions in Q4 2023 and 25 closed out, a net change of +4 holders.
  • The largest Gentherm buyer in Q4 2023 was Morgan Stanley, an estimated $29.3M added.
  • The largest Gentherm seller in Q4 2023 was Invesco, an estimated $23.6M sold.

Based on aggregated 13F filings for Q4 2023.